Experience Navigation

Our Process

A clear, structured process from first conversation to treatment.

Clearview Medical process
1

Appointment Request & Intake

Day 1
  • Reason for visit and symptom screening
  • Insurance and eligibility review
  • Provider and location matching
  • Appointment confirmation with prep instructions
2

Clinical Evaluation

Visit day
  • Vitals, history, and chart review
  • Provider consultation and exam
  • Point-of-care testing as needed
  • Care recommendations and shared decision-making
3

Care Plan & Coordination

Days 1-7
  • Treatment plan and medication guidance
  • Specialist referral coordination when needed
  • Lab/imaging follow-up communication
  • Digital chart access and care-team messaging
4

Follow-Up & Preventive Care

Ongoing
  • Progress check-ins and outcome tracking
  • Preventive screening reminders
  • Chronic care plan adjustments
  • Continuity scheduling and annual wellness planning

Implementation FAQ

Initial qualification is typically completed within one business day.

A named lead owns delivery continuity and stakeholder communication.

Each engagement uses explicit milestones tied to the outcomes agreed at kickoff.